Sage Mountain Advisors »

Simon Property shares owned by Sage Mountain Advisors

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Sage Mountain Advisors from 13F filings

Historical chart of Sage Mountain Advisors investment in Simon Property

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simon Property by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $265k 1.7k 156.49
2023-12-31 $210k 1.5k 142.64
2021-12-31 $217k 1.4k 159.79

More positions owned by Sage Mountain Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Golub Capital BDC (GBDC)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Copart (CPRT)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Inf Tech Etf (VGT)

View all positions for Sage Mountain Advisors

Top funds holding Simon Property

Vanguard Group
Norges Bank Investment Management
Daiwa Securities Group
Legal & General Group
Dimensional Fund Advisors
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
Deutsche Bank Aktiengesellschaft
Bank of New York Mellon
Smead Capital Management
Robeco Investment Management
Ing Clarion Real Estate Securities

View all funds holding Simon Property